Equity Research Database

Institutional Investment Pitches

Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.

Home Letters Funds Account

Seeking Alpha's investment thesis on Live Oak Bancshares, Inc. ($LOB) — Q1 2025 | Buyside Digest

All Pitches

$LOBNYSELive Oak Bancshares, Inc.

BEAR

Seeking Alpha—LOB

Seeking Alpha

Q1 2025

Published March 31, 2025

View Fund Profile

$42.55USD

+7.4% vs last month

$24.35Pitched

+74.8% since pitch

Market Cap$2.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From Seeking Alpha

Live Oak Bancshares is expected to experience earnings growth this year due to a decrease in provisioning expenses and an increase in average loan balances. However, the company...

— Seeking Alpha

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $LOB, and what else Seeking Alpha is buying.

Other pitches on $LOB

Other investors who've written on Live Oak Bancshares, Inc.

Diamond Hill Small Cap FundBULL

Pitched Mar 31, 2023

Live Oak Bancshares was impacted by the broader regional banking panic, which the manager believes was an overreaction. After reviewing the...

View all $LOB pitches →